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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherrie? Claim Your ProfileSherrie Reynolds is a financial advisor with over 25 years of experience in the industry. Sherrie is currently registered with LPL Financial LLC and has previously worked with several other firms, including Capital One Investing, LLC, Capital One Investment Services LLC, and Chase Investment Services Corp. Sherrie is a licensed agent in Oklahoma and Texas and is a registered investment advisor representative in Texas. Sherrie offers a variety of services to her clients, including financial planning, portfolio management, and educational seminars. Sherrie's main areas of expertise are in investment club consulting, financial planning, and investment management for individuals, businesses, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/19/2017 - Present
LPL Financial LLC (TYLER TX)
TX
01/02/2015 - 12/22/2016
CAPITAL ONE INVESTING, LLC (TEXARKANA TX)
TX
08/04/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MARSHALL TX)
TX
01/13/2011 - 07/30/2014
LPL FINANCIAL LLC (FORT WORTH TX)
TX
07/26/2010 - 12/06/2010
CHASE INVESTMENT SERVICES CORP. (GRANBURY TX)
TX
07/06/2005 - 07/16/2009
CHASE INVESTMENT SERVICES CORP. (COLLEYVILLE TX)
IL
06/17/1997 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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